Number of Shares
734.00
Current Holdings Value*
$221,660.00
% of Portfolio
0.1%
Total Estimate Gain
$8,706.40
% of Total Estimate Gain
2.17%

Jacobsen Capital Management's Chubb Ltd Holding Summary

As of 2025-03-31, Jacobsen Capital Management held 734.00 shares of Chubb Ltd(CB), totaling $221,660.00. This investment constitutes 0.1% of their stock portfolio, and Jacobsen Capital Management now holds 0% of the outstanding Chubb Ltd(CB) stock.

The initial trade took place in 2024Q3. And since then Jacobsen Capital Management has made 2 purchases of CB, at an average price of $276.03, for a total of 1,456.00 shares. In addition, there have been 1 sales at an average price of $283.84 for 722.00 shares. Based on historical transaction data and CB's current price of $280.20, Jacobsen Capital Management's estimated gain on his CB holdings is $8,706.40, reflecting a 2.17% gain to date.

Jacobsen Capital Management CB ($280.20) Holding Chart

Jacobsen Capital Management CB ($280.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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